AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.6M
3
+$3.99M
4
JPM icon
JPMorgan Chase
JPM
+$3.11M
5
PANW icon
Palo Alto Networks
PANW
+$2.11M

Top Sells

1
+$23.5M
2
+$10.9M
3
+$9.13M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.83M

Sector Composition

1 Healthcare 8.74%
2 Technology 7.94%
3 Financials 7.58%
4 Communication Services 6.61%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$162K 0.06%
3,350
102
$162K 0.06%
10,200
103
$156K 0.06%
6,400
-3,775
104
$155K 0.06%
2,853
-1,175
105
$154K 0.06%
4,000
106
$153K 0.06%
4,079
+3,524
107
$152K 0.06%
1,162
-90
108
$152K 0.06%
1,300
109
$151K 0.06%
2,500
110
$150K 0.06%
14,550
-430
111
$149K 0.06%
2,430
+680
112
$148K 0.05%
3,680
113
$144K 0.05%
2,912
114
$144K 0.05%
2,993
+20
115
$142K 0.05%
11,850
-762,132
116
$141K 0.05%
4,106
117
$139K 0.05%
750
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118
$138K 0.05%
994
-56
119
$137K 0.05%
2,750
120
$134K 0.05%
10,655
121
$121K 0.04%
2,166
+1,114
122
$121K 0.04%
3,799
123
$117K 0.04%
3,266
+3,167
124
$115K 0.04%
4,500
+250
125
$115K 0.04%
+3,650
3 4
5
6 7